Note: for Admin and Partnership Managers only
Note: Please remind your partners to regularly update their Google Sheet so you can see the latest data in your account mapping.
Data from Google Sheets syncs every 3 hours.
Connecting Google Sheets as a data source for offline partners is an efficient way to perform account mapping while you wait for your partner to connect their CRM to Reveal. This allows you to keep your partner data up-to-date with dynamic syncing from Google Sheets to Reveal and removes the need for manually uploading CSV files each time.
Here's how it'll look on the platform:
How you can use it
There are two ways you can use Google Sheets Offline Account Mapping:
Sync a Google Sheet that your partner has already shared with you. This is an easy way to access your partner's data and keep it in sync with Reveal.
Sync your event registration list to Reveal. By syncing your event registration list, you can quickly identify strategic accounts that will be attending the event and use this information to be better prepared during the event and also track success post-event.
How it works
To get started, follow these 6 simple steps:
Ask your partner to create a new Google Sheet using this template.
The Google Sheet should be titled with a unique name and include at least the following columns:
Additional columns can be added to increase accuracy.
NOTE: All accounts in your Google Sheet must have a unique ID associated with them.
This is standard practice to track any changes on an account in the Google Sheet, so it can be updated in Reveal.
To add a unique ID to your accounts, you have two options:
1- Most CRMs already have a unique ID for accounts that you can use (for example: ‘Account ID’ in Salesforce, ‘Hub ID’ in HubSpot, etc.)
2- Or create your own (ex: 1,2,3,4,5)
Click into the settings on the partner tile for the offline partner.
Under Data Sources, click on "Add Google Sheet" under "Partner X's data source".
Click "Sign in with Google" and follow the simple authentication process.
Add the URL of your Google Sheet and map the columns within the spreadsheet to the corresponding fields in Reveal.
Please note that once mapped, you should ask your partners not to change the columns' titles or the sync will return an error.
Define how the Google Sheet defines customers, prospects, and partners.
That's it! You're now ready to use Google Sheets as a data source for your offline partners. No more manual uploads or outdated data – simply streamlined account mapping.